Superior Planning, LLC’s Hamilton Insurance Group HG Stock Holding History

Superior Planning, LLC’s Portfolio HG Stock Details HG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.64K	Buy	+80	New	+$2.79K	﹤0.01%	1466

Other funds holding HG

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Superior Planning, LLC's HG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Hamilton Insurance Group (HG) in Q3 2026: 80 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings.

149 funds tracked by Wall St. Rank hold HG as of Q3 2026.

Superior Planning, LLC held 80 shares of Hamilton Insurance Group worth $2.64K as of Q3 2026.
Hamilton Insurance Group was a new Superior Planning, LLC position in Q3 2026.
Hamilton Insurance Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1466 holding.
149 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.